China: Big Miss!

China: Big Miss!

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Unseen Ledger
308 Video Views·Nov 20, 2025

Greetings to our viewers on Unseen Ledger,

The financial world this week is witnessing widening fractures from East to West. While the Federal Reserve is embroiled in a heated debate over whether to provide "oxygen" to the economy this December, on the other side of the globe, China's growth engine is flashing red warning signals.

Going beyond dry statistics, today's newsletter tells the stories behind the data:

- Copper Collapse: Why has Chinese import demand for Copper "nose-dived" right in the middle of peak season? It is an early indicator that long-term investment capital is fleeing.

- Fiscal Shock: Chinese government spending plunged a record 19%—is this a consequence of "running out of money" or a calculated new strategy?

- The Butterfly Effect: As China's population ages and stops saving, why will bond yields in the US and Europe be forced to rise?

- The European Front: The silent war between the ECB and giants like Visa/Mastercard to reclaim "payment sovereignty."

Join us as we dive into the "untold stories beyond figures" in the detailed report below.

Timestamps